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CubeSmart
CUBE

Overview Fund Activity

397 hedge funds and large institutions have $10.7B invested in CubeSmart in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+38
Holders Change %
+10.58%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
72
Increased
157
Reduced
121
Closed
29
Calls
$45.1M
Puts
$12.5M
Net Calls
+$32.6M
Net Calls Change
+$32.2M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$145M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$112M
3
Ameriprise
Ameriprise
Minnesota
$89.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$60.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$692K
2
Principal Financial Group
Principal Financial Group
Iowa
$529M
3
Capital Research Global Investors
Capital Research Global Investors
California
$255M
4
Millennium Management
Millennium Management
New York
$48.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
351
Newbridge Financial Services Group
Florida
$21.2K +$185 +4 +0.9%
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$18.6K -$971 -21 -5%
JGIA
353
Jackson Grant Investment Advisers
Connecticut
$18.5K – – –
Walleye Trading
354
Walleye Trading
New York
$17.4K +$17.4K +376 New
HGERS
355
Householder Group Estate & Retirement Specialist
Arizona
$17K +$17K +363 New
CFB
356
Cullen/Frost Bankers
Texas
$16.2K – – –
LC
357
Lindbrook Capital
California
$15.5K – – –
HIM
358
Hillsdale Investment Management
Ontario, Canada
$15.3K +$15.3K +330 New
RTC
359
Riverview Trust Company
Washington
$14.8K – – –
PA
360
Parallel Advisors
California
$14.5K +$1.99K +43 +16%
JWM
361
Janiczek Wealth Management
Colorado
$13.9K – – –
GWM
362
Geneos Wealth Management
Colorado
$13.9K -$46.2K -1,000 -77%
NSIM
363
North Star Investment Management
Illinois
$13.9K – – –
SWM
364
Spire Wealth Management
Virginia
$13.1K +$13.1K +283 New
FFA
365
Farther Finance Advisors
California
$11.1K – – –
MCM
366
Manchester Capital Management
Vermont
$9.34K +$9.34K +202 New
AA
367
Ancora Advisors
Ohio
$9.24K – – –
GC
368
Gould Capital
Washington
$9.24K – – –
HIIFS
369
Harel Insurance Investments & Financial Services
Israel
$9K -$4.5K -100 -33%
BIA
370
Bell Investment Advisors
California
$8.92K +$508 +11 +6%
Commonwealth Equity Services
371
Commonwealth Equity Services
Massachusetts
$8K +$194 +4,193 +2%
CFD
372
Creative Financial Designs
Indiana
$6.26K +$46 +1 +0.7%
CFGS
373
Concourse Financial Group Securities
Alabama
$6.17K – – –
CAM
374
ClariVest Asset Management
California
$6K -$3.18K -71 -35%
GRP
375
Global Retirement Partners
California
$5.44K +$132 +3 +2%
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